Investment adviser representative · Partner Wealth Management, LLC
Jaime L. Sanchez
CRD 2504023 · Rockwall, TX
At a glance
Jaime L. Sanchez is an investment adviser representative with Partner Wealth Management, LLC in Rockwall, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jaime’s SEC record dates to 1994, about 32 years ago.
Current advisory firm
- Partner Wealth Management, LLCSince February 2015Rockwall, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jaime’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.